Collaborative Capital Advisors

Asset Manager SEC-registered adviser

Legal name: Collaborative Capital Advisors LLC

New York, NY Website

AUM

$387.8M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$5.0M
Gross asset value

Employees

5

Last Form D raise

—

From SEC Form ADV filing (filed Jul 13, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jonathan Bergman
Co-Ceo
Source: SEC Form ADV
M
Michael Moriarty
Chief Investment Officer
Source: SEC Form ADV
N
Nathan Romano
Co-Ceo, Collaborative Capital Holdings
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Fidexus Capital Equity Growth Fund L.P.Private Equity$5.0M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
337588
SEC file number
801-134166

Sources